8 days old

Tax Manager- Trust & Estates

Grassi & Co.
Jericho, New York 11753
  • Job Status
    Full Time

We are currently expanding our tax practice to meet the growing needs of our company, so we are looking for experienced tax professionals who have technical tax knowledge and a commitment to excellence. Our tax professionals utilize a client-focused approach to all our engagements and work closely with a diverse clientele.

The Trust & Estate Tax Manager is responsible for delivering efficient, accurate, and timely planning, administration, and compliance. A successful candidate will have a demonstrated ability to thoroughly research tax law.


  • Must have extensive knowledge and ability to research, comply, plan and administrate the following : Form 1041, fiduciary income tax returns, state tax returns, trust tax returns, and gift tax returns.
  • Direct tax seniors and staff accountants; ensure that assignments are accomplished within the budgeted time.
  • Interact with clients to discuss issues with regard to tax information throughout the year.
  • Develop technical knowledge through participation in organization meetings, training programs, attending industry events and participation in research activities.




8+ years of progressive tax preparation, review and supervisory experience; previous experience in public accounting preferred.

  • Ability to manage staff on multiple engagements.
  • Bachelor's degree in Accounting required; Master’s degree in taxation or equivalent a plus.
  • CPA license required.
  • Ability to work in a team environment, supervise staff and lead projects.
  • Proficient with a computer software packages and platforms including Microsoft Office Suite, Tax software, ProSystems and CCH.
  • Ability to work additional hours as needed.
  • Strong communication skills, both verbal and written.



  • Accounting

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Tax Manager- Trust & Estates

Grassi & Co.
Jericho, New York 11753

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